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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Uncommon Cents Investing LLC

Quarter ended Q3 2023 · Filed July 20, 2023 · Accession 0001085146-23-002767

Total Value
$282.9M
Positions
164
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (164)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT33,678$11.5M4.05%
2ASA GOLD AND PRECIOUS MTLS LG3156P103566,714$8.4M2.98%
3KROGER COKR176,955$8.3M2.94%
4ARCHER DANIELS MIDLAND COADM84,990$6.4M2.27%
5WEYERHAEUSER CO MTN BEWY188,919$6.3M2.24%
6CONOCOPHILLIPSCOP60,345$6.3M2.21%
7PIMCO ETF TR72201R83357,675$5.8M2.03%
8WELLS FARGO CO NEW949746101128,864$5.5M1.94%
9NORFOLK SOUTHN CORP65584410823,555$5.3M1.89%
10RAYTHEON TECHNOLOGIES CORPRTX53,676$5.3M1.86%
11JOHNSON & JOHNSONJNJ29,202$4.8M1.71%
12TRI CONTL CORP895436103171,153$4.7M1.66%
13ILLINOIS TOOL WKS INC45230810918,230$4.6M1.61%
14FRANKLIN RESOURCES INCBEN168,594$4.5M1.59%
15MERCK & CO INCMRK38,663$4.5M1.58%
16TEMPLETON DRAGON FD INC88018T101484,511$4.4M1.56%
17BERKSHIRE HATHAWAY INC DELBRK-A11,880$4.1M1.43%
18ORACLE CORPORCL-PD32,050$3.8M1.35%
19NUCOR CORPNUE23,235$3.8M1.35%
20JPMORGAN CHASE & COVYLD25,715$3.7M1.32%
21WESTERN ASSET HIGH YIELD DEFHYI310,780$3.7M1.29%
22RIO TINTO PLCRTNTF55,540$3.5M1.25%
23CISCO SYS INCCSCO68,010$3.5M1.24%
24ADAMS DIVERSIFIED EQUITY FD006212104197,642$3.3M1.17%
25ZIMMER BIOMET HOLDINGS INCZBH21,386$3.1M1.10%
26BUNGE LIMITEDBG31,280$3.0M1.04%
27MUELLER INDS INC62475610233,315$2.9M1.03%
28EXXON MOBIL CORPXOM26,596$2.9M1.01%
29NEW GERMANY FD INC644465106313,767$2.8M1.00%
30NORDSON CORPNDSN11,300$2.8M0.99%
31TARGET CORPTGT20,838$2.7M0.97%
32PFIZER INCPFE74,887$2.7M0.97%
33COMCAST CORP NEWCCZ63,364$2.6M0.93%
34INTERNATIONAL PAPER CO46014610382,670$2.6M0.93%
35HARTFORD FINL SVCS GROUP INCHIG-PG36,500$2.6M0.93%
36ALLIANCEBERNSTEIN GLOBAL HIGAWF262,710$2.6M0.92%
37MEDTRONIC PLCMDT28,897$2.5M0.90%
38MILLER INDS INC TENN60055120470,278$2.5M0.88%
39ALLSTATE CORPALL-PJ22,795$2.5M0.88%
40EUROPEAN EQUITY FD INC298768102275,708$2.4M0.84%
41PENTAIR PLCPNR36,008$2.3M0.82%
42GENERAL ELECTRIC CO36960430120,927$2.3M0.81%
43ALBEMARLE CORPALB-PA10,155$2.3M0.80%
44APPLE INCAAPL11,666$2.3M0.80%
45WALGREENS BOOTS ALLIANCE INC93142710876,530$2.2M0.77%
46PHOTRONICS INCPLAB83,005$2.1M0.76%
47KRAFT HEINZ COKHC59,965$2.1M0.75%
48PPG INDS INC69350610714,159$2.1M0.74%
49CVS HEALTH CORPCVS30,275$2.1M0.74%
50BRITISH AMERN TOB PLC11044810762,412$2.1M0.73%
51OLD REP INTL CORP68022310481,420$2.0M0.72%
52TIMKEN COTKR21,945$2.0M0.71%
53BARRICK GOLD CORP067901108116,080$2.0M0.69%
54VAIL RESORTS INCMTN7,730$1.9M0.69%
55BOEING COBA-PA9,098$1.9M0.68%
56EMCOR GROUP INCEME10,265$1.9M0.67%
57CHEVRON CORP NEWCVX11,822$1.9M0.66%
58VERIZON COMMUNICATIONS INCVZ43,825$1.6M0.58%
59ELEVANCE HEALTH INCELV3,650$1.6M0.57%
60AFLAC INCAFL22,985$1.6M0.57%
61NATIONAL PRESTO INDS INC63721510421,442$1.6M0.55%
623M COMMM15,644$1.6M0.55%
63JOHNSON CTLS INTL PLCG5150210521,564$1.5M0.52%
64INTERACTIVE BROKERS GROUP IN45841N10717,325$1.4M0.51%
65FIRST TR EXCHANGE-TRADED FD33739Q40823,850$1.4M0.50%
66NEUBERGER BERMAN HIGH YIELD64128C106187,301$1.4M0.50%
67ALAMO GROUP INCALG7,575$1.4M0.49%
68WILEY JOHN & SONS INC96822320640,680$1.4M0.49%
69HORMEL FOODS CORPHRL33,880$1.4M0.48%
70ADAM NAT RES FD INC00548F10565,200$1.4M0.48%
71ROYAL GOLD INCRGLD11,730$1.3M0.48%
72INGREDION INCINGR12,705$1.3M0.48%
73ROCKWELL AUTOMATION INCROK3,765$1.2M0.44%
74WALMART INCWMT7,557$1.2M0.42%
75ABRDN EMRG MKTS EQTY INCM FDAEF222,756$1.2M0.41%
76PLEXUS CORPPLXS11,375$1.1M0.40%
77UNITEDHEALTH GROUP INCUNH2,310$1.1M0.39%
78MANPOWERGROUP INC WISMAN13,730$1.1M0.39%
79TAPESTRY INCTPR24,665$1.1M0.37%
80FIRST BUSINESS FINL SVCS INC31939010034,900$1.0M0.36%
81CENTRAL SECS CORP15512310227,986$1.0M0.36%
82DISNEY WALT CO25468710611,398$1.0M0.36%
83PEOPLES BANCORP INCPEBO38,282$1.0M0.36%
84EXELON CORPEXC24,490$997,7230.35%
85FRANKLIN UNVL TR355145103146,211$983,9980.35%
86FTI CONSULTING INCFCN5,105$970,9710.34%
87ALLEGIANT TRAVEL COALGT7,488$945,5220.33%
88KINDER MORGAN INC DELEP-PC54,105$931,6880.33%
89ROBERT HALF INTL INCRHI12,240$920,6930.33%
90HONEYWELL INTL INC4385161064,427$918,6020.32%
91METLIFE INCMET-PF16,220$916,9170.32%
92AGNICO EAGLE MINES LTDAEM17,520$875,6500.31%
93SPDR SER TR78468R20028,345$869,9080.31%
94EVEREST RE GROUP LTDEG2,529$864,5640.31%
95WILLIAMS COS INC96945710026,285$857,6800.30%
96LAKELAND FINL CORP51165610017,570$852,4720.30%
97GENERAL DYNAMICS CORPGD3,905$840,1610.30%
98SCHWAB CHARLES CORPSCHW-PJ14,697$833,0260.29%
99AMN HEALTHCARE SVCS INC0017441017,495$817,8540.29%
100INTERNATIONAL BUSINESS MACHSINTR5,980$800,1840.28%
101BIOGEN INCBIIB2,800$797,5800.28%
102STERLING INFRASTRUCTURE INCSTRL14,150$789,5700.28%
103GENTEX CORPGNTX26,930$787,9720.28%
104REGAL REXNORD CORPORATIONRRX5,010$771,0390.27%
105BANK AMERICA CORP06050510426,126$749,5550.26%
106CENTRAL & EASTERN EUROPE FD15343610082,408$746,6160.26%
107CONSTELLATION ENERGY CORPCEG8,097$741,2800.26%
108SWISS HELVETIA FD INCSWZ89,990$739,7160.26%
109PROCTER AND GAMBLE CO7427181094,670$708,6260.25%
110PEPSICO INCPEP3,787$701,4280.25%
111AIR PRODS & CHEMS INCAIIR2,330$697,9050.25%
112HANOVER INS GROUP INC4108671055,745$649,3570.23%
113LOWES COS INC5486611072,860$645,5020.23%
114VILLAGE SUPER MKT INC92710740927,830$635,0810.22%
115BLACK HILLS CORPBKH10,440$629,1140.22%
116NUTRIEN LTDNTR10,410$614,7100.22%
117TEXAS INSTRS INC8825081043,335$600,3670.21%
118GE HEALTHCARE TECHNOLOGIES IGEHC7,213$585,9840.21%
119ALLIANT ENERGY CORPLNT11,082$581,5830.21%
120FRESENIUS MED CARE AG&CO KGAFMCQF24,270$580,7810.21%
121VANGUARD SCOTTSDALE FDS92206C4097,265$549,6700.19%
122CAPITAL ONE FINL CORP14040H1055,005$547,3970.19%
123COGNIZANT TECHNOLOGY SOLUTIOCTSH8,345$544,7620.19%
124GRAINGER W W INC384802104645$508,6410.18%
125BLACKROCK CR ALLOCATION INCOBLK49,371$501,1160.18%
126GOLDMAN SACHS GROUP INCGSCE1,545$498,3240.18%
127LINCOLN ELEC HLDGS INC5339001062,475$491,6090.17%
128PACCAR INCPCAR5,726$478,9800.17%
129INSIGHT SELECT INCOME FD45781W10929,830$466,5050.16%
130BLACKROCK INCBLK670$463,0640.16%
131GENERAL AMERN INVS CO INC36880210410,983$458,2110.16%
132ATLANTIC UN BANKSHARES CORP04911A10717,060$442,7070.16%
133374WATER INCSCWO180,000$430,2000.15%
134NEWMONT CORPNEMCL10,080$430,0130.15%
135DANAHER CORPORATION2358511021,690$405,6000.14%
136COTERRA ENERGY INCCTRA15,965$403,9140.14%
137ROYCE VALUE TR INCRVT27,264$376,2480.13%
138WHEATON PRECIOUS METALS CORPWPM8,545$369,3150.13%
139HUNT J B TRANS SVCS INC4456581072,040$369,3010.13%
140ALPHABET INCGOOG3,060$366,2820.13%
141RELIANCE STEEL & ALUMINUM CORS1,330$361,2150.13%
142ALLSPRING MULTI SECTOR INCOMERC38,650$357,8990.13%
143AT&T INCT-PC22,349$356,4670.13%
144WYNDHAM HOTELS & RESORTS INCWH5,178$355,0550.13%
145BLACKROCK CORPOR HI YLD FD IBLK37,667$335,9900.12%
146INVESCO BD FDIVZ21,510$320,0690.11%
147CNO FINL GROUP INC12621E10311,540$273,1520.10%
148INTEGER HLDGS CORPITGR2,995$265,3870.09%
149FISERV INCFISV2,100$264,9150.09%
150HOME DEPOT INCHD828$257,2100.09%
151CANADIAN NAT RES LTD1363851014,405$247,8250.09%
152ISHARES TR464287200549$244,6950.09%
153PHILLIPS 66PSX2,527$241,0250.09%
154INVESCO HIGH INCOME TR IIIVZ22,455$235,7780.08%
155FORTUNE BRANDS INNOVATIONS IFBIN3,175$228,4410.08%
156VANGUARD SCOTTSDALE FDS92206C8702,800$221,2840.08%
157PHILIP MORRIS INTL INC7181721092,266$221,2070.08%
158TEMPLETON EMERGING MKTS FD88019110118,595$220,1650.08%
159ALPHABET INCGOOG1,700$205,6490.07%
160MOSAIC CO NEWMOS5,865$205,2750.07%
161FORD MTR CO DEL34537086013,169$199,2470.07%
162BROOKFIELD REAL ASSETS INCOMRA10,304$172,6950.06%
163FIRST TR HIGH INCOME LONG /33738E10910,825$123,8380.04%
164WESTERN ASSET HIGH INCOME OPHIO27,727$104,8080.04%